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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,009 | $93,598-13.5% | $135,974-40.4% | $75,173+7.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.94% | 30.89%-8.9pp | 68.30%-46.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $10,295 | $3,538+191.0% | $4,859+111.9% | $2,671+285.5% |
| Participant deferral / active EE | $13,790 | $6,405+115.3% | $7,760+77.7% | $4,126+234.2% |
| Admin fee / account holder | $1,595 | $6,978-77.1% | $10,767-85.2% | $5,651-71.8% |